Real Estate

The real estate crisis is considered to be over, but with few deals actually being completed, momentum is lacking. Ken Zipse from Berenberg discusses the market environment in the podcast „Beyond Billions“.

ESG factors are turning up the pressure on real estate investors. Vincent Bryant (Deepki) and Volker Stix (Catella) discuss data quality, regulation, and stranded asset risks – and what it takes to keep up.

Numerous financial institutions and supervisors have recently relocated their offices or plan to do so. The central banking district has emerged as the preferred location, with outlying sites increasingly being vacated.

Mixed usage developments are revitalising the Frankfurt central business district. The FOUR project combines offices, flats and retail.

In May the major real estate companies will once again step into the spotlight with their quarterly figures. They are showing signs of stabilisation, but for many other players the outlook is less optimistic – and bankruptcies are on the rise.

Many tens of billions worth of commercial real estate loans need to be refinanced this year and next. The banks are cautious, which is an opportunity for alternative financing sources such as debt funds.

The German Parliament has agreed on its 500 billion euro infrastructure package. The real estate industry is still weighing up how it might benefit.

Transaction volume in the German real estate market is set to grow this year. But JLL Germany CEO Konstantin Kortmann tells Börsen-Zeitung in an interview that activity will still be far below the ten year average.

Clemens Schäfer, Head of Real Estate APAC & Europe at asset manager DWS, sees strong demand for high quality office space, while outdated buildings are finding it hard to attract tenants. He also sees great opportunities in the residential segment.

A mysterious real estate deal, contested possession of documents, and a great deal of bad blood. The Frankfurt Labour Court has given its ruling on the dispute between H&A Global Investment Management and its former private debt team.

Neither in the election campaign, nor in the CDU's immediate action programme in the event of an election victory, does the housing crisis play a role. But the BVR is calling for urgent measures.

The era of cheap money gave a huge boost to private markets, but the environment has been difficult ever since the 2022 interest rates turnaround. 2025 will be a critical year for the sector.

Only in Berlin do commuters lose more time stuck in traffic than in Frankfurt. Meanwhile, an increasing amount of office space in the Main metropolis remains vacant. So where is everyone going?

Open-ended real estate funds are coming under increased scrutiny. Higher interest rates compared to a few years back, and changes in the market such as demand for office space, are leading to devaluations and fund outflows.

Fortress Investment Group stellt rund 1 Mrd. Euro für Immobilienkredite in Deutschland zur Verfügung. Der US-Investor setzt dabei auf sogenannte Whole Loans. Im Podcast „Betting Billions“ erklärt FAP-Partner Hanno Kowalski, was hinter diesem Trend steckt und wie sich der Einsatz von Nachrangkapital verändert.

In its latest Financial Stability Report, the European Insurance and Occupational Pensions Authority has highlighted falling real estate prices, and uncertain valuations, as a challenge.

Sustainable real estate should not only protect the environment but also pursue social goals. But there is tension between the two. For example energy efficient renovations often lead to higher monthly rental prices.

Eine Umfrage von State Street zeigt, wie stark Immobilien als Anlageklasse in der Gunst von institutionellen Investoren gefallen sind. Innerhalb der Private Markets gibt es aber auch klare Gewinner.